Plumbers & Steamfitters Local 434 And Mca Supplemental 401k — Form 5500 plan (Plumbers & Steamfitters Local 434 Local 434)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plumbers & Steamfitters Local 434 And Mca Supplemental 401k is a benefit plan reported by Plumbers & Steamfitters Local 434 Local 434 under EIN 39-1905166 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,726 participants and $103,096,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 434 Local 434
- EIN
- 39-1905166
- Plan number
- 001
- Plan type
- 1
- Location
- Mosinee, WI
- Latest filing year
- 2023
- Participants
- 1,726
- End-of-year plan assets
- $103,096,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,726 | H, C | 20241001133007NAL0011732336004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,096,982
- Total liabilities (EOY)
- $15,727
- Net assets (EOY)
- $103,081,255
- Net assets (BOY)
- $88,845,517
Income & contributions
- Employer contributions
- $6,448,432
- Participant contributions
- $1,830,360
- Total contributions
- $8,322,908
- Total income / additions
- $19,578,205
Expenses & distributions
- Benefits paid
- $5,084,707
- Administrative expenses
- $257,760
- Total expenses
- $5,342,467
- Net increase / (decrease)
- $14,235,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $90,530 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Duren | NONE | $57,357 | not reported in the loaded dataset | 2023 |
| Highcroft Investment Advisors, LLC | NONE | $34,059 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $29,622 | $0 | 2023 |
| Bauman Associates | NONE | $14,420 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane | NONE | $13,080 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 434 Local 434
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mosinee, WI
- Milliman — Schedule C compensation
- Reinhart, Boerner, Van Duren — Schedule C compensation
- Highcroft Investment Advisors, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Bauman Associates — Schedule C compensation
- Wilson-Mcshane — Schedule C compensation